Информация

  • Секретариат: DIN
    Менеджер комитета:
    Mrs Josefine Sult
  • Председатель:
    свободный
  • Менеджер ИСО по техническим программам [TPM]:
    Mr Stefan Marinkovic
    Менеджер ИСО по редакционным [EM]:
    Mr David Reid
  • Дата создания : 2000

Область деятельности

Standardization in the field of personal financial planning, including standardization of the certification of practitioners based upon elements of education, examination, experience and ethical conduct, and standardization of the personal financial planning process which typically includes, but is not limited to, the six elements of establishing and defining the client/planner relationship, gathering client data including goals, analyzing and evaluating the client's financial status, developing and presenting financial planning recommendations and/or alternatives, implementing the financial planning recommendations and monitoring the financial planning recommendations.

Быстрый поиск

1
Опубликованный стандарт *

находящиеся в компетенции ISO/TC 222

12
Полноправных членов
18
Наблюдатели

* число включает обновленную информацию

ISO/TC 222 - Секретариат

DIN [Germany]

DIN Deutsches Institut für Normung e.V.
Am DIN-Platz, Burggrafenstraße 6
D-10787 Berlin
Germany

Tel: +49 30 2601-0
Fax: +49 30 26 01 12 31